Category: Incapacity
Beneficiary

Marital Agreements Versus Wills and Trusts: Which Do You Need?

If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business interests, inherited property, or a clear vision for your legacy, you may have been told that you need a will, a trust, or a marital agreement. These documents are often discussed together, but they serve different purposes. Treating one as a substitute for another can leave serious gaps in your planning that may not be discovered until it is too late to correct them.

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Estate Planning

New Baby? Time to Create Your Estate Plan

Have you just welcomed a baby to the family? Protecting your newborn goes beyond car seats and babyproofing. Ensure that your child is protected no matter what life brings by creating an estate plan.

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